Weekly Theme Wrap (Nov 26 – Nov 30)
5 trading days · top 10 themes — most persistent is North Korea at 2 days (weekly avg. +15.9%). Best single day this week: Nov 26, +23.4%.
Average change over the period
North Korea topped the week of Nov 26 to Nov 30 with an average change of 15.92%, peaking at 23.4% on Nov 26. Leaders were Woorim Power Train Solution and Korea Engineering Consultants.
Telecom themes followed on Nov 28: 5G / Telecom Equipment averaged 18.08% behind HanWool Materials Science, and Fourth Mobile Carrier 17.07% behind Sejong Telecom.
Yellow Dust & Fine Particulates / Masks was the week’s only new theme, averaging 8.14% on Nov 27 behind KC Cottrell. All other themes were recurrences.
This Week’s Theme Ranking
| Theme | Days strong | Weekly avg. | Best day | Last status | Leader |
|---|---|---|---|---|---|
| North Korea | 2d | +15.9% | 2018-11-26 (+23.4%) | recurred | Woorim Power Train Solution, Korea Engineering Consultants |
| 5G / Telecom Equipment | 1d | +18.1% | 2018-11-28 (+18.1%) | recurred | HanWool Materials Science |
| Fourth Mobile Carrier | 1d | +17.1% | 2018-11-28 (+17.1%) | recurred | Sejong Telecom |
| Yellow Dust & Fine Particulates / Masks | 1d | +8.1% | 2018-11-27 (+8.1%) | new | KC Cottrell |
| Food | 1d | +6.6% | 2018-11-26 (+6.6%) | recurred | CJ Freshway |
| Airlines & Low-Cost Carriers | 1d | +5.0% | 2018-11-26 (+5.0%) | recurred | Trinity Airways |
| Games / Mobile Games | 1d | +4.8% | 2018-11-27 (+4.8%) | recurred | Actoz Soft |
| Beauty & Cosmetics | 1d | +4.8% | 2018-11-27 (+4.8%) | recurred | Kangstem Biotech |
| Securities Brokers | 1d | +3.7% | 2018-11-29 (+3.7%) | recurred | KIWOOM Securities |
| Shipbuilding | 1d | +3.6% | 2018-11-28 (+3.6%) | recurred | HJ Shipbuilding & Construction |
Related News by Theme
- North Korea (2018-11-26) [한경로보뉴스] ‘한국종합기술’ 상한가↑ 도달, 개장 직후 전일 거래량 돌파. 107.1만주 거래중 — 한국경제 (Korean)
- 5G / Telecom Equipment (2018-11-28) [이시각 상한가] 텔레필드(▲705) - 28일 오후 13시50분 — 이투데이 (Korean)
- Fourth Mobile Carrier (2018-11-28) [주목! 급등락 종목(11/28)] 코스피 진흥기업2우B, 코스닥 세종텔레콤 등 3개사 ‘上’ — 뉴스핌 (Korean)
- Yellow Dust & Fine Particulates / Masks (2018-11-27) 미세먼지 기승에 중국발 황사까지…관련주 동반 상승 — 이투데이 (Korean)
- Food (2018-11-26) [한경로보뉴스] ‘CJ프레시웨이’ 10% 이상 상승, 2018.3Q, 매출액 7,044억(+6.4%), 영업이익 132억(-10.8%) — 한국경제 (Korean)
What to Watch Next Week
North Korea was the only theme strong on 2 days, and every other theme was strong on one. A key question is whether the telecom pair repeats after Nov 28.
Smaller moves included Food at 6.56% on Nov 26 and Shipbuilding at 3.65% on Nov 28. Whether these lower-ranked themes broaden is the next test.
Theme heatmap
| 11-26 | 11-27 | 11-28 | 11-29 | 11-30 | |
|---|---|---|---|---|---|
| North Korea | +23.4 | +8.4 | |||
| 5G / Telecom Equipment | +18.1 | ||||
| Fourth Mobile Carrier | +17.1 | ||||
| Yellow Dust & Fine Particulates / Masks | +8.1 | ||||
| Food | +6.6 | ||||
| Airlines & Low-Cost Carriers | +5.0 | ||||
| Games / Mobile Games | +4.8 | ||||
| Beauty & Cosmetics | +4.8 | ||||
| Securities Brokers | +3.7 | ||||
| Shipbuilding | +3.6 |